Slide 1: Exchange filing cover letter for Investor Presentation
July 31, 2026 To, To, BSE Limited, National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th floor, Plot no. C/1, Dalal Street, Mumbai- 400001. G Block, Bandra Kurla Complex, Mumbai – 400051. Scrip Code: 512038 NSE Symbol: TCC Sub.: Investor Presentation. Dear Sir/Ma’am
Slide 2: TCC Concept Limited Investor Presentation Q1
July 2026 TCC Concept Limited Investor Presentation Q1 Consumer commerce, digital infrastructure and AI — built on a single platform
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by TCC Concept Limited (the “Companyˮ), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securitie
Slide 4: Table of Contents
Table of Contents Company Overview Business Overview Platform, ecosystem architecture and leadership Six operating engines in detail Growth Strategy & Way Forward ESG Revenue potential and execution priorities Responsible and sustainable growth Performance & Financials Q1 FY27 and FY26 consolidated
Slide 5: TCC at a Glance
TCC at a Glance Multiple high-growth engines with clear revenue pathways A diversified enterprise combining consumer commerce, digital infrastructure and applied AI — built on deep commercial proptech and technology expertise. Consumer Commerce Digital Infrastructure Intelligence & Market Access Sca
Slide 6: One Ecosystem, Six Engines
One Ecosystem,Six Engines Demand, conversion, fulfilment and infrastructure owned end to end Consumer demand at Owned big-box delivery & Data centre capacity & Private cloud & secure AI-led conversion & Lead generation for real national scale installation hosting storage decisioning estate Lead Gene
Slide 7: Structural Growth & Value Creation Drivers
Structural Growth & Value Creation Drivers Four drivers compounding scale, margin and defensibility 01 Consumer commerce at scale 02 Recurring infrastructure revenue Pepperfry: category leadership with 100+ studios NES Data: 4 MW Tier-III live; 100 MW hyperscale and 72% repeat orders blueprint PepCa
Slide 8: Leadership & Governance: Board of Directors
Led by Experiences Leadership & Governance Board Of Directors UMESH KUMAR SAHAY ABHISHEK NARBARIA NIKHIL DILIPBHAI BHUTA Chairman & Managing Director Director Director • First-generation entrepreneur • Holds a Master’s degree in • Chartered Accountant with 25+ • Brings about 20+ years of Computer Sc
Slide 9: Leadership & Governance: Independent Directors
Led by Experiences Leadership & Governance Independent Directors RAJESH VAISHNAV GAYATHRI IYER M. SRINIVAS RAO TARUN AGARWAL TCC TCC & Pepperfry TCC & Pepperfry Pepperfry • 27+ years of • Author, Chartered Accountant, • Internationally acclaimed • Chartered Accountant & Company entrepreneurial Mento
Slide 10: Key Managerial Personnel / Leadership Team
Supported by Key Managerial Personnel / Leadership Team ASHISH SHAH PRASOON MISHRA SANJAY NETRABILE CEO & Whole-Time Director, Chief Technology Officer, Director, TCC Subsidiaries Pepperfry Pepperfry • Co-founder & CEO (since 2012), leading category, BD, • 20+ years of B2B sales leadership across ma
Slide 11: Business Overview
Business Overview
Slide 12: Category-Defining Omnichannel Leader
Category - Defining Omnichannel Leader Technology-led furniture and home marketplace across online and studios What we do In-house D2C brands Scale A technology-led omnichannel marketplace where customers Home-grown, made by Indian artisans 73 Mn discover, customise and purchase furniture and home p
Slide 13: Accelerates Omnichannel Expansion in Q1 FY27
Accelerates Omnichannel Expansion in Q1 FY27 Key Highlights Retail Expansion Strengthening Omnichannel Presence •Plans to add 35 new stores by August 2026 •"One Funnel" strategy integrates online discovery with in-store experience •Expanding across metros, Tier 1 and Tier 2 cities •Investments in st
Slide 14: Key Metrics
Key Metrics FY26 versus Q1 FY27 Sessions Organic traffic AOV (total) Quantity sold Total (all Sellers NPS Footfalls Marketing House brand Repeat buyers categories) count ROAS* contribution FY26 9,18,67,259 8.8% ₹17,709 5,74,582 86,370 928 66 81,917 8.4 39.8% 39.8% Q1 FY27 1,82,70,206 11.1% ₹20,481 1
Slide 15: Performance & Market Opportunity
Performance & Market Opportunity Service quality that converts into pricing power Where the growth comes from Near-term priorities Service benchmark E-commerce demand for faster fulfilment. Online Improve delivery speed and reliability while <1.5% retail growth is driving need for scalable big-box r
Slide 16: Digital Infrastructure Platform
Digital Infrastructure Platform Enterprise-grade, energy-efficient data centres for colocation and hosting What we do Live today A digital infrastructure platform that designs, builds and 4 MW operates enterprise-grade, energy-efficient data centres — Tier-III data centre, Pune supporting enterprise
Slide 17: Make Your Own Cloud for Data Ownership
Make Your Own Cloud' for Data Ownership Private cloud on user-owned hardware, with full control over data What we do A private cloud platform that lets individuals and enterprises create their own cloud on hardware they own - with secure remote access and no recurring subscription fees. Built for SM
Slide 18: India's First AI Real Estate Platform
India's First AI Real Estate Platform One AI platform for real estate professionals to engage, transact and grow Trythat.ai Features What we do Two-sided model An AI-driven full-stack platform for lead generation, B2C engagement and data-backed decisioning across the Free adoption engine that real e
Slide 19: Market Access for Commercial Real Estate
Market Access for Commercial Real Estate Digital-first, zero-brokerage platform for workspace and realtor marketing What we do Current traction Near-term priorities A digital-first commercial real estate platform offering flexible 120+ Deepen client analytics and workspace solutions on a zero-broker
Slide 20: Q1 FY27 Performance Update
Q1 FY27 Performance Update Robust growth across revenue and profitability Consolidated Q1 FY27 Revenue from Operations EBITDA PAT INR 1,283 Mn INR 463 Mn INR 126 Mn ▲ 480%YoY ▲ 158%YoY ▲ 34%YoY Margin at 36% Margin at 10% FY26 Revenue from Operations EBITDA PAT INR 1,794 Mn INR 1,243 Mn INR 648.3 Mn
Slide 21: ESG Initiatives & Goals
ESG Initiatives & Goals Building a responsible, sustainable and future-ready enterprise Environment Social Governance SEBI-aligned BRSR reporting Artisan ecosystem support Dedicated ESG team for across TCC and subsidiaries and skilling initiatives oversight Focus on energy efficiency, Focus on digit
Slide 22: Thank You
Thank You TCC Concept Limited Ernst & Young LLP CIN: L68200PN1984PLC222140 Investor Relations Advisory Email: compliance@tccltd.in Vikash Verma vikash. verma1@in.ey.com Sumedh Desai sumedh.desai@in.ey.com Sukhin Naphade sukhin.s.naphade@in.ey.com